Cecily V. Welch

WELCH FINANCIAL INVESTMENTS

Atlanta, GA 30314

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CRD#: 5816100

Professional summary

Cecily Viola Mary Welch, CFP®, who also goes by Cecily VIola Mary Nash, is a registered financial advisor currently at WELCH FINANCIAL INVESTMENTS, LLC located in Atlanta, Georgia.

Cecily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Cecily has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cecily Viola Mary Nash

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

WELCH FINANCIAL ADVISORS; NOT INVESTMENT-RELATED; ATLANTA, GA; CPA FIRM; OWNER; 2013.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cecily Viola Mary Welch's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

December 3, 2013 - Present

WELCH FINANCIAL INVESTMENTS, LLC

Office #1: 201 Joseph E. Lowery Blvd. Nw, Atlanta, GA 30314

RIA

CRD#: 154359

Atlanta, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(12/3/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/7/2010

Uniform Investment Adviser Law Examination

Current Firm

WELCH FINANCIAL INVESTMENTS, LLC

SJG WEALTH MANAGEMENT, LLC | WELCH FINANCIAL INVESTMENTS, LLC

CRD#: 154359 / SEC#:

Georgia

Registered Investment Advisory firm - (6/13/2012 Approved)

Texas

Registered Investment Advisory firm - (3/23/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

201 Joseph E. Lowery Blvd. Nw, Atlanta, GA 30314

Mailing Address

Phone number

(404) 591-6777

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 8,939,147

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Cecily V. Welch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cecily Viola Mary Welch's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELCH FINANCIAL INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/2010

Current Firm

WELCH FINANCIAL INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WELCH FINANCIAL INVESTMENTS, LLC

TRUST BUT VERIFY

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